FSO v1.0

Eliminate Check-Calls with Proactive ETAs

Last updated: August 13, 202510 min read

Goal

Success metrics

  • Check-call reduction ≥ 80% vs baseline
  • ETA accuracy ≥ 85% within ±10 minutes
  • On-approach coverage ≥ 90%

Replace reactive status calls with proactive, automated notifications that keep stakeholders informed while reducing operational overhead and improving customer satisfaction.

Prerequisites

REQLive Visibility active

GPS pings ≤ 5 min when moving; facility geofences configured; traffic/weather integration.

REQStakeholder contact list

Complete contact directory with communication preferences and opt-in confirmations.

REQMessage templates

SMS/email/API templates with throttle rules and delivery confirmation tracking.

REQRisk reason codes

Standardized codes for delay causes (traffic, HOS, dwell, weather, mechanical).

Baseline measurement

Measure current performance over the last 30 days before implementation:

KPICurrentTargetData source
Check-calls per day[fill]−80% vs baselinePhone/ticket logs
ETA accuracy (%) (±10 min)[fill]≥ 85%Visibility system
On-approach coverage (%)[fill]≥ 90%Visibility system
Ping freshness (min, P90)[fill]≤ 5Telematics
Notification deliverability (%)[fill]≥ 98%Messaging platform

Step-by-step SOP

1Enable feeds

Verify GPS/ELD + driver app ingestion; ensure NTP time synchronization across all systems.

2ETA engine

Configure per-stop ETA calculation using truck-legal routing, facility dwell norms, and appointment windows.

3On-approach alerts

Send automated alerts ≥ 15 minutes pre-arrival to designated contacts with accurate ETA and load details.

4Risk flags

Auto-flag potential delays ≥ 30 minutes before appointment window; include specific reason codes.

5Auto-notify

Push delay/change alerts immediately to stakeholders and Driver Desk with updated ETAs and action items.

6Suppress duplicates

Implement geofence debouncing; throttle alert frequency; respect quiet hours per contact preferences.

7Driver events

On delay/reroute events, refresh ETA calculation and resend alerts within ≤ 2 minutes.

8Monitor

Watch real-time ping freshness and deliverability dashboards; escalate system issues immediately.

9Review

Weekly ETA bias analysis; adjust facility dwell parameters and routing preferences based on performance data.

Artifacts to prepare

  • stakeholder_contact_matrix.csvContact preferences and notification routing
  • notification_templates.csvMessage templates for different scenarios
  • Geofence debounce rulesEntry/exit hysteresis and throttling configuration

Common failure modes & fixes

SymptomLikely causeQuick fixPrevention
Stale GPSOffline devicesNudge driver; fallback to scheduleFreshness badge, device QA
Over-alertingNo throttlesEnable throttles & groupingQuiet hours, contact preferences
ETA driftOutdated dwell normsRetrain dwell weeklyExclude outliers
Geofence misfiresPoor polygonsTighten polygonsEntry/exit hysteresis

Audit & evidence

Retention requirements

Retain alert logs (payload, recipients, delivery status) for ≥ 12 months. Produce monthly KPI reports with baseline comparison and sample sizes.

  • Alert logs: ≥ 12 months
  • ETA accuracy data: ≥ 90 days rolling
  • Delivery confirmations: ≥ 30 days

Done-when criteria

Success milestone

30 consecutive days with all targets met:

  • • ≥ 80% check-call reduction vs baseline
  • • ≥ 85% ETA accuracy within ±10 minutes
  • • ≥ 90% on-approach coverage
  • • ≤ 5 minute ping freshness (P90)